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General Summary:
- The Financial Solutions Sales Specialist is responsible for achieving established sales goals in his/her assigned territory.
Primary Responsibilities:
- Achieve or surpass sales goals.
- Process all sales with appropriate paperwork and in a timely manner.
- Be a company ambassador and represent Edge One in a professional and positive manner.
- Develop and maintain knowledge of all solutions marketed by Edge One
- Develop strong relationships with potential prospects to determine and fill their specific needs with solutions provided by Edge One
- Negotiate investment terms with the prospective customer, maintaining corporate margin objectives.
- Gather information on every account in the assigned geographical territory and log the information into Edge One’s CRM system. Update information as needed.
- Continue to work with customers after the sale through fulfillment to ensure customer satisfaction and develop additional new business.
- Prepare strategic and specific plans in conjunction with the Financial Solutions Team Leader with the goal of increasing the amount and size of successes.
- Attend and work tradeshows as required by Edge One.
- Attend and or complete all training assigned by Edge One Management
- Develop new ways to market Edge One and the solutions we offer.
- Prepare expense reports and other various required non-sales related paperwork in a timely and professional manner.
- Assist with other Edge One projects as deemed appropriate by management.
- Adhere to the company accepted selling approaches (Counselor Selling, R3 and Value Selling)
Skills and Qualifications:
- A bachelor’s degree or equivalent, masters preferred.
- Certification of sales development classes is a plus.
- Working knowledge of banking practices and associated technologies a huge plus.
- Experience with self-service and assisted self-service solutions for the banking industry highly desirable.
- Specific knowledge of the FI marketplace in the state in question also highly desirable.
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